Editing Contacts (Remove from organization, but save notes)

Kelli Dennis
Kelli Dennis Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hello, 

Can I get some clarity on how to edit contacts without losing their history? We have several persons that have retired / changed companies. I'd like to clean up the system without deleting or shifting the notes from that organization. 

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  • Bert Calatz
    Bert Calatz Member Posts: 58 VERIFIED MEMBER
    10 Comments
    edited April 2022 #2

    Hi @Kelli Dennis 

    From my experience. In case of a historic deal, history remain. Even the deleted person still remain. With a small phrase behind his name "deleted"

  • James Anderson_29704
    James Anderson_29704 Member Posts: 1 VERIFIED MEMBER
    edited May 2021 #3

    Could either of you or any one else explain how I remove a contact who has left an organisation?

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